Civic Intelligence

Taylor Haugen Foundation Inc

990 • Fiscal year 2017 • EIN 26-3300672

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

P O Box 5201Niceville, FL 32578

(850) 837-0398

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$693,435

Up $90,344 (+15%) from 2016

Net Assets

Up

$693,435

Up $90,344 (+15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$137,315

Down $17,341 (-11%) from 2016

Expenses

Down

$83,345

Down $16,034 (-16%) from 2016

Net Income

Down

$53,970

Down $1,307 (-2.4%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $130,967Liabilities 2010: $0Net Assets 2010: $130,9672010Assets 2011: $146,760Liabilities 2011: $0Net Assets 2011: $146,7602011Assets 2012: $187,985Liabilities 2012: $0Net Assets 2012: $187,9852012Assets 2013: $324,907Liabilities 2013: $1,500Net Assets 2013: $323,4072013Assets 2014: $492,012Liabilities 2014: $0Net Assets 2014: $492,0122014Assets 2015: $530,410Liabilities 2015: $0Net Assets 2015: $530,4102015Assets 2016: $603,091Liabilities 2016: $0Net Assets 2016: $603,0912016Assets 2017: $693,435Liabilities 2017: $0Net Assets 2017: $693,4352017Assets 2018: $661,302Liabilities 2018: $0Net Assets 2018: $661,3022018Assets 2019: $806,469Liabilities 2019: $0Net Assets 2019: $806,4692019

Highlighted filing

2017

Assets$693,435
Liabilities$0
Net Assets$693,435

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Revenue 2010: $44,926Expenses 2010: $28,126Net Income 2010: $16,8002010Expenses 2011: $28,4042011Expenses 2012: $37,9032012Revenue 2013: $199,987Expenses 2013: $66,179Net Income 2013: $133,8082013Revenue 2014: $283,701Expenses 2014: $105,948Net Income 2014: $177,7532014Revenue 2015: $119,401Expenses 2015: $60,367Net Income 2015: $59,0342015Revenue 2016: $154,656Expenses 2016: $99,379Net Income 2016: $55,2772016Revenue 2017: $137,315Expenses 2017: $83,345Net Income 2017: $53,9702017Revenue 2018: $145,533Expenses 2018: $118,369Net Income 2018: $27,1642018Revenue 2019: $193,449Expenses 2019: $102,250Net Income 2019: $91,1992019

Highlighted filing

2017

Revenue$137,315
Expenses$83,345
Net Income$53,970
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$170,531
Mission and Program Overview

Mission

The taylor haugen foundation provides support and recognition to faith-based, athletic students and community organizations through awards, scholarships and funding. The foundation serves to recognize the following attributes and character traits: christian faith, athletics, service, academics and leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$441,044$521,353▲ $80,309
Cash and Non-Interest-Bearing Accounts$156,601$163,766▲ $7,165
Land, Buildings, and Equipment, Net$3,781$6,836▲ $3,055
Intangible Assets-$1,480-
Total Assets$603,091$693,435▲ $90,344
Other Assets Total$1,665--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$595,109$690,801▲ $95,692
Permanently Rstr Net Assets$5,000$0▼ $5,000
Temporarily Rstr Net Assets$2,982$2,634▼ $348
Total Net Assets Fund Balance$603,091$693,435▲ $90,344
Total Liabilities and Net Assets / Fund Balance$603,091$693,435▲ $90,344

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,836$7,409$14,245
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff JourdanChairman
Kevin BowyerPast Chair
Amy MeyerDirector
Elliott PolitteDirector
Heather KilbeyDirector
John SloanDirector
John TondelloDirector
Jonathan TallmanDirector
Kellie Jo KilbergDirector
Nancy FoxDirector
Pam DenneyDirector
Steve BurksDirector
Kathy HaugenExecutive Director
Brian HaugenPermanent Director
Judy HaugenPermanent Director
Revenue and Support

Revenue Composition

Contributions and Grants
$30,189
Program Service Revenue
$10,773
Investment Income
$20,218
Other Revenue
$76,135
All Other Contributions
$30,189
Change in Net Assets
$53,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$38,381
Salaries, Compensation, and Employee Benefits$37,694
Other Expenses$36,151
Grants and Similar Amounts Paid$9,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,246$5,550$23,898$37,694
Grants to Domestic Individuals$9,500--$9,500
Information Technology$1,199$807$3,475$5,481
Office Expenses$812$547$2,353$3,712
Occupancy$766$515$2,219$3,500
Advertising$701$472$2,031$3,204
Depreciation Depletion-$2,735-$2,735
Insurance$397$267$1,151$1,815
Fees for Services Other$1,658--$1,658
Conferences and Meetings$357$240$1,034$1,631
All Other Expenses$234$463$676$1,373
Other Expenses$262$177$761$1,200
Total Functional Expenses$33,009$11,955$38,381$83,345
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$109,351
Fundraising Direct Expenses$33,216
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WINE TASTING: SAVOUR THE SEASON$93,155$93,155$28,632$64,523
Solaris Fundraiser$8,593$8,593$4,584$4,009
Total Events$109,351$109,351$33,216$76,135
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Directors brian and kathy haugen are married. Don haugen is brian haugen's father.

Form 990, Part VI, Section B, Line 11B

The board will review the form 990 at the regular board meeting before the form is filed.

Form 990, Part VI, Section C, Line 18

The organization makes its form 1023 and forms 990 available for public inspection upon request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Taylor Haugen Foundation Inc
EIN
26-3300672
Phone
8508370398
Address
P O BOX 5201, NICEVILLE, FL 32578

Signing Officer

Name
Kevin Bowyer
Title
Treasurer
Phone
8508370398
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Bowyer
Formed
2008
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
30

Preparer

Firm
Warren Averett LLC
Address
36474C EMERALD COAST PKWY SUITE, 3301, DESTIN, FL 32541
Preparer
Lori K Kelley CPA
Phone
8508370398
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Rounding 2. Nontaxable dividends 38.

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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01665
IRS990/OtherChangesInNetAssetsAmt040
IRS990/OtherExpensesGrp/Desc0TROPHY PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1YESS PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc3SPONSORSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt0783
IRS990/OtherExpensesGrp/FundraisingAmt1761
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0182
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1177
IRS990/OtherExpensesGrp/ProgramServicesAmt04397
IRS990/OtherExpensesGrp/ProgramServicesAmt14210
IRS990/OtherExpensesGrp/ProgramServicesAmt2270
IRS990/OtherExpensesGrp/ProgramServicesAmt3262
IRS990/OtherExpensesGrp/TotalAmt04397
IRS990/OtherExpensesGrp/TotalAmt14210
IRS990/OtherExpensesGrp/TotalAmt21235
IRS990/OtherExpensesGrp/TotalAmt31200
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt023898
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05550
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08246
IRS990/OtherSalariesAndWagesGrp/TotalAmt037694
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KEVIN BOWYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0YESS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1TROPHY CLUB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06968
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13805
IRS990/ProgSrvcAccomActy2Grp/Desc0YOUTH EQUIPMENT FOR SPORTS SAFETY (YESS) PROGRAM WILL WORK TO PROVIDE AWARENESS AND POTENTIALLY PROVIDE EQUIPMENT VIA GRANT, SCHOLARSHIP, OR FACILITATION OF ACQUISITION FOR YOUTH. THE YESS PROGRAM ADDRESSES OUR DESIRE TO SUPPORT AWARENESS OF AND FACILITATE ACQUISITION FOR YOUTH SAFETY EQUIPMENT IN AN INITIALLY LIMITED SERVICE AREA AND AGE GROUP TO GAUGE THE FOUNDATIONS ABILITY TO SERVE YOUTH IN THAT CAPACITY AND PURSUANT TO OUR MISSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016146
IRS990/ProgSrvcAccomActy2Grp/GrantAmt09500
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06968
IRS990/ProgSrvcAccomActy3Grp/Desc0THE YOUTH CORPS PROGRAM. THE YOUTH CORPS MISSION IS ?YOUTH TAKING TAYLOR?S PASSION FOR SERVING OTHERS INTO THEIR COMMUNITIES BY LENDING A HAND TO THOSE IN NEED AND POSITIVELY IMPACTING THE WORLD AROUND THEM THROUGH CHRIST.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt072407
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07000
IRS990/PYInvestmentIncomeAmt012706
IRS990/PYOtherExpensesAmt092379
IRS990/PYOtherRevenueAmt050155
IRS990/PYProgramServiceRevenueAmt019388
IRS990/PYRevenuesLessExpensesAmt055277
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt099379
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0154656
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt053970
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03805
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0441044
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0521353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0155467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0110552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0292636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0205649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0914617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt069328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015212
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06636
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0120244
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88380
IRS990ScheduleA/PublicSupportPY170Pct00.94970
IRS990ScheduleA/PublicSupportTotal170Amt0914617
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0155467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0110552
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0292636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0205649
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0914617
IRS990ScheduleA/TotalSupportAmt01034861
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06836
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07409
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014245
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06836
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033216
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING: SAVOUR THE SEASON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SOLARIS FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt093155
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0109351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt093155
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0109351
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt076135
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033216
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028632
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR COLLEGE TUITION AND BOOKS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS BRIAN AND KATHY HAUGEN ARE MARRIED. DON HAUGEN IS BRIAN HAUGEN'S FATHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD WILL REVIEW THE FORM 990 AT THE REGULAR BOARD MEETING BEFORE THE FORM IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FORM 1023 AND FORMS 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 2. NONTAXABLE DIVIDENDS 38.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02982

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